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659 hedge funds and large institutions have $5.17B invested in BHP in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 218 increasing their positions, 219 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $349M | Put options by funds: $270M

7% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 73

0.04% more ownership

Funds ownership: 1.75%1.79% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% less funds holding

Funds holding: 662659 (-3)

0% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 219

3% less capital invested

Capital invested by funds: $5.3B → $5.17B (-$133M)

Holders
659
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
10.46%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
78
Increased
218
Reduced
219
Closed
73
Calls
$349M
Puts
$270M
Net Calls
+$78.7M
Net Calls Change
-$32M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
201
Jeppson Wealth Management
California
$1.44M +$28.8K +493 +2%
RCM
202
Radnor Capital Management
Pennsylvania
$1.43M +$1.46M +25,055 New
SFP
203
Shepherd Financial Partners
Massachusetts
$1.42M -$150K -2,561 -9%
SI
204
Sprott Inc
Ontario, Canada
$1.41M -$139K -2,383 -9%
ASN
205
Advisory Services Network
Georgia
$1.41M -$23.7K -405 -2%
SEC
206
Seven Eight Capital
New York
$1.4M +$1.44M +24,597 New
XC
207
XY Capital
Hong Kong
$1.39M -$16.9M -288,946 -92%
SFA
208
Sequoia Financial Advisors
Ohio
$1.39M -$30K -514 -2%
KIA
209
KLR Investment Advisors
Rhode Island
$1.36M +$836K +14,308 +202%
DBRC
210
D.B. Root & Company
Pennsylvania
$1.35M +$44.4K +760 +3%
Schroder Investment Management Group
211
Schroder Investment Management Group
United Kingdom
$1.34M +$128K +2,192 +10%
WI
212
Wintrust Investments
Illinois
$1.34M -$91.7K -1,569 -6%
OC
213
Oppenheimer & Co
New York
$1.32M +$141K +2,419 +12%
NB
214
Northwest Bancshares
Pennsylvania
$1.32M -$31.9K -545 -2%
AWM
215
AE Wealth Management
Kansas
$1.32M -$465K -7,948 -26%
P
216
Paradiem
Louisiana
$1.31M +$118K +2,013 +10%
CG
217
Castellan Group
Kentucky
$1.31M +$199K +3,399 +17%
AA
218
Altman Advisors
Illinois
$1.3M +$1.33M +22,780 New
NFG
219
Norris Financial Group
South Carolina
$1.3M -$23K -394 -2%
SPIA
220
Steward Partners Investment Advisory
New York
$1.21M +$71.8K +1,228 +6%
DCM
221
DGS Capital Management
New Jersey
$1.2M -$935 -16 -0.1%
Luther King Capital Management (LKCM)
222
Luther King Capital Management (LKCM)
Texas
$1.2M -$38.5K -658 -3%
BCI
223
Brinker Capital Investments
Pennsylvania
$1.19M -$64.9K -1,111 -5%
OPS
224
Orion Portfolio Solutions
Nebraska
$1.19M -$64.9K -1,111 -5%
GT
225
Greenleaf Trust
Michigan
$1.19M +$877 +15 +0.1%

BHP Hedge Fund Activity: Q3 2023 in Review

659 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BHP (BHP) for Q3 2023, worth a combined $5.17B — down 2.5% from $5.3B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BHP positions and 73 closed out — a net gain of 5 holders — while 218 added to existing stakes and 219 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $54M. The largest seller was Citadel Advisors, cutting an estimated $80.3M.

  • 659 institutional investors held BHP (BHP) as of Q3 2023, down from 662 in Q2 2023.
  • Funds reported $5.17B of BHP stock for Q3 2023, down 2.5% quarter-over-quarter.
  • 78 funds opened new BHP positions in Q3 2023 and 73 closed out, a net change of +5 holders.
  • The largest BHP buyer in Q3 2023 was Wellington Management Group, an estimated $54M added.
  • The largest BHP seller in Q3 2023 was Citadel Advisors, an estimated $80.3M sold.

Based on aggregated 13F filings for Q3 2023.